Who it is for
Fractional CFOs and accounting practices that close the books for several clients every month and owe each of them a pack afterwards.
Why Forecraft exists
Each close ends the same way: a pack to write, variances to explain, and follow-ups to track until next month. Spreadsheets leave all of that to you. Reporting dashboards show what moved and stop before anyone decides what to do about it.
Forecraft takes the reconciled books and produces the reviewed pack: each variance with a cause and a next step, each finding with an owner and a due date, and a client-ready report you send under your own brand.
How it works
Books come in from QuickBooks or Xero (both in beta) or as a CSV or XLSX export. Each material variance becomes a decision memo with an owner and a due date. Each client has its own workspace, so its closes, history and follow-ups stay separate. Every figure links back to the source row it came from, so you can check it before a client reads it.
What we hold to
- Client output carries your brand. Forecraft does not put its name on it.
- Nothing reaches a client until you review it and send it yourself.
- Your clients' data stays yours. Security and your data explain how it is stored and how to remove it.
Get in touch
Email us with a question about Forecraft, a plan or your account.
Forecraft is also on LinkedIn.